1. Introduction of "select + book"

select+book is a secure online booking service which allows clients the freedom and flexibility to book Appointments online 24/7. All users of WriteUpp are automatically given access to select+book free of charge.

Once you have configured and turned on select+book, you will be given a unique URL which you can provide to patients on your website, social media or in emails, and they can then book appointments online with one. To see what your clients view of select+book will be, check out the "What your clients see in select+book" Guide.

2. Email and SMS Confirmations & Reminders

When booking Appointments, you now have the option to set Confirmations immediately after the Appointment is booked, and Reminders at an interval prior to the Appointment to the Patient's Email Address or Mobile Phone. To configure these:

Turn On Confirmations & Reminders

First ensure that if you intend to use SMS Reminders/Confirmations that you have purchased the sufficient amount of SMS Credits

Go to Settings -> General

Expand the Confirmations & Reminders section

Confirmations: Here you have the option to send an Email or SMS Confirmation when Patient Related Appointments are created. Tick the boxes as appropriate

Reminders: Here you have the option to send an Email or SMS Reminders either 1, 2 or 3 days before Appointments. Select the options as appropriate

Once complete, click "Save"

Patient Consent

To ensure that you send Confirmations and Reminders to the right people, you can opt-out and opt-in to these on a per client basis. To do this:

Go to the Patient Summary

Click the "Edit..." link in the Key Information section

If the Patient has a Mobile Number and you want to send them SMS Confirmations and Reminders, tick the "Consented to SMS Confirmations & Reminders" box

If the Patient has an Email Address and you want to send them Email Confirmations and Reminders, tick the "Consented to Email Confirmations & Reminders" box

Click "Save"

Indicators

When you book Appointments, indicators will inform you whether Email and SMS Confirmations can be sent for that Appointment. If they will be sent, the indicators will be green . If they are unable to be sent, these indicators will be red .

3. Patient Delete

We have added the functionality which allows Administrators of the system to delete Patients. This will remove all of their records from your system, including all Patient Demographics, Notes, Assessments, Appointments, Tasks, Invoices, Documents and Attachments. Please ensure that you think carefully before deleting patients.

4. Patient Merge

If you have duplicate records for the same patient in WriteUpp, you can now use our Patient Merge functionality to combine the two records. Unlike Patient Delete, this will simply transfer all Patient Demographics, Notes, Assessments, Appointments, Tasks, Invoices, Documents and Attachments onto another patient so none are lost.

5. iCal Integration

If you use iCal on your Mac or iOS device (iPad, iPhone, iPod Touch), you can integrate this with your WriteUpp Diary to see all of your Appointments. You can view our guide to Setting up iCal Integration for the step-by-step process for doing this.

6. Redesigned Appointment Booking

We have redesigned the dialogue that pops up when you book a new Appointment to make it simpler to use and smaller for easier visibility for smaller screen resolutions.

When you click in the Diary to book and Appointment, the dialogue will now appear as follows:

Basic Options

Patient Related | Non-patient Related: You can click on either link to make this relate to the Active Patient or not. If "Patient Related" is selected, you will see the "Patient" field with the name of the Active Patient, whereas "Non-patient Related" will present you with a free-text label to fill in

When: You can select the Time From, To and the Date. Clicking on any of these will bring up a drop-down list for you to select options from

Type: This will present a list of Appointment Types for you to select from. If you select Patient Related, only Patient Related Appointment Types will appear. If you select Non-patient Related, only Non-patient Related Appointment Types will appear

Status: Allows you to select the Appointment Status

The icons to the top right indicate whether an Email or SMS Confirmation will be sent for this Appointment.

Indicator icons will appear green when all of the following conditions are met:

If Email and SMS Confirmations are turned on in the Settings

This patient has a recorded Email Address along with their consent recorded

This patient has a recorded Mobile Number along with their consent recorded

You have sufficient SMS Credits (SMS Only)

Indicator icons will appear red when any of the following conditions are met:

If Email and SMS Confirmations are turned off in the Settings

This patient has no recorded Email Address

The patient has an Email Address, but consent is not recorded

This patient has no recorded Mobile Number

The patient has a Mobile, but consent is not recorded

You do not have sufficient SMS Credits (SMS Only)

NOTE: These are not connected, so you could have one green and one red indicator based on your conditions

More Options

To edit an existing or new Appointment further, you can click on the "More Options..." link

The dialogue will expand to show you the additional fields:

Recurrence: Allows you to create recurring appointments

Repeat until: Indicates when the recurrence ends

Comments: Add any additional comments

As before, when you are satisfied with your Appointment, click "Save" and it will be saved to the Diary

7. Recurring Appointments

When booking Appointments in the Diary, you now have the option to make them recur to your specifications. To do this:

Click in the Diary where you want to book your Appointment

Click on the "More Options..." link in the Appointment dialogue

Select an option from the "Recurrence" drop-down list - either Daily, Weekly or Monthly

Select a date when you wish the recurrence to end in the "Repeat until" field

Click on the "Save" button

8. Default View of Diary - Day or Week

You now have the option to specify whether your Default view of the Diary is a Daily or a Weekly one. To change this:

Go to Settings -> My Settings

In the Visible Hours section, select either Day View or Week View from the "Default Diary View" drop-down

Click "Save"

9. Patient Demographics print on Notes, Assessments and Attachments

When printing a Note, Assessment or Attachment for a Patient, key demographics now appear at the top of the printed sheet. These include the Patient Name, Date of Birth and your Practice Name

You can also print all Notes for a Patient with these headers. To do this:

Go to the Patient Summary

Click on the Notes tab

Select the "List" View

Click on the Print icon at the bottom of the page

10. Next of Kin section added to Patient Summary

An additional section has been added to the Patient Summary which allows you to record details for a Patients Next of Kin - i.e. Parent, Guardian or Carer. To add these details:

Go to the Patient Summary

Expand the Next of Kin section

Click on the "Edit..." link in that section

Enter any Next of Kin information

Once complete, click "Save"

11. Redesigned Settings tabs

The Settings tabs have been redesigned with the following changes:

My Settings

This tab has been reorganised into accordion sections which you can expand and contract. The Visible Hours section now also contains the Default Diary View option. The Working Hours section allows you to specify the days available for select+book.

General

A new accordion section has been added to the bottom to allow you to control Email and SMS Reminders and Confirmations. The Billing tab has also been removed and the content moved to an accordion section within this page.

Site

This section has also been placed into accordions. When uploading a logo, this is automatically saved. Two new sections have also been added for "Directions" and "Terms & Conditions", which appear in select+book.

Scheduling

This section has also been placed into accordions. The Appointment Types also now include information on whether they are Patient or Non-Patient Related, and whether they are available for select+book

Data Export

This has been moved into the Tools section of the Settings

Account Details

This now contains a counter of the number of SMS Credits you have, along with a link to purchase more

select+book

A new tab which gives you an overview of the configuration required for select+book

12. "Medico-Legal" Added as Third Party Type

When creating new Third Parties, you have the option to create those with the type of "Medico-Legal"

13. Automate Invoice Number

Invoices now have an automatically generated Invoice Number which increments up as they are created. You can set a starting number for these Invoices, so to do so:

Go to Settings -> General

Expand the Invoicing section

Enter a number into the "Invoice Number" field

Click "Save"

14. Patient and Non-Patient Appointment Types

Appointment Types can now be classified into two categories, Patient Related and Non-patient Related. To set these: